Understanding Today's Financial Environment
Jacob Gold & Associates, Inc., is a private wealth management firm located in Scottsdale, Arizona.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our qualified team has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
How does your ideal retirement differ from reality, and what can we do to better align the two?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Can you keep up with your children’s mobile slang?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The item most homeowners forget on their home improvement project checklist is insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.
Women must be ready to spend, on average, more years in retirement than men.
How will you weather the ups and downs of the business cycle?